Morningstar

Transamerica High Yield Bond R4 TAHFX

Morningstar Medalist Rating
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Medalist Rating as of See Transamerica Investment Hub
  • NAV / 1-Day Return $7.78  /  0.00
  • Fund Size $801.8M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Medium
  • Morningstar Category High Yield Bond
  • Fixed-Income Style Box (Funds) Low/Limited
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 7.07%
  • Average Effective Duration 2.92 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis TAHFX

Will TAHFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TAHFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TAHFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TAHFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Transamerica High Yield Bond R4 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings TAHFX

More TAHFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Constellation Insurance Inc. 6.8%

1.52 12M
Corporate

ILFC E-Capital Trust I 6.84%

1.44 11M
Corporate

EMRLD Borrower LP / Emerald Co-Issuer Inc. 6.625%

1.10 9M
Corporate

NCR Voyix Corporation 5%

1.02 8M
Corporate

Olympus Water US Holding Corp. 7.25%

0.98 8M
Corporate

Park Intermediate Holdings LLC / PK Domestic Property LLC / PK Finance Co-I

0.96 8M
Corporate

UWN Holdings LLC 6.625%

0.95 8M
Corporate

Vistra Operations Co LLC 6.875%

0.93 7M
Corporate

Harvest Midstream I LP 7.5%

0.89 7M
Corporate

CVS Health Corp 7%

0.88 7M
Corporate

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